Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.29%
Stock 98.07%
Bond 0.00%
Convertible 0.00%
Preferred 0.02%
Other 1.62%
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Market Capitalization

As of October 31, 2025
Large 34.47%
Mid 32.82%
Small 32.71%
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Region Exposure

% Developed Markets: 82.71%    % Emerging Markets: 16.30%    % Unidentified Markets: 1.00%

Americas 4.47%
1.90%
Canada 1.87%
United States 0.02%
2.58%
Brazil 0.24%
Chile 0.48%
Mexico 1.29%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 34.58%
United Kingdom 6.43%
17.21%
Austria 0.17%
Belgium 1.69%
Finland 0.24%
France 3.15%
Germany 3.37%
Greece 0.07%
Ireland 0.05%
Italy 0.02%
Netherlands 1.02%
Norway 0.08%
Spain 0.80%
Sweden 3.36%
Switzerland 2.87%
0.67%
Poland 0.01%
Russia 0.00%
Turkey 0.65%
10.28%
Egypt 0.15%
Israel 2.85%
Qatar 0.24%
Saudi Arabia 1.59%
South Africa 1.36%
United Arab Emirates 3.57%
Greater Asia 59.95%
Japan 22.02%
11.64%
Australia 11.47%
16.06%
Hong Kong 8.92%
Singapore 5.55%
South Korea 0.30%
Taiwan 1.28%
10.22%
China 3.41%
India 3.82%
Indonesia 0.40%
Malaysia 0.98%
Philippines 0.81%
Thailand 0.81%
Unidentified Region 1.00%

Stock Sector Exposure

Cyclical
88.95%
Materials
0.00%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
88.95%
Sensitive
0.00%
Communication Services
0.00%
Energy
0.00%
Industrials
0.00%
Information Technology
0.00%
Defensive
0.01%
Consumer Staples
0.01%
Health Care
0.00%
Utilities
0.00%
Not Classified
11.04%
Non Classified Equity
9.47%
Not Classified - Non Equity
1.57%
As of October 31, 2025
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Stock Style Exposure

Large Cap Value --
Large Cap Core --
Large Cap Growth --
Mid Cap Value --
Mid Cap Core --
Mid Cap Growth --
Small Cap Value --
Small Cap Core --
Small Cap Growth --
No Data Available